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theYahia

retailcrm-mcp

by theYahia

tasks_create

Create a task in RetailCRM by specifying text, due datetime, performer, and optional links to orders or customers. Returns success and task ID.

Instructions

Create a task (text, due datetime, performer, linked order/customer). Returns {success, id}.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
siteNoSite (store) symbolic code. Required on create/edit when the API key is scoped to multiple sites (see list_sites).
textYesTask text / what to do
datetimeNoDue datetime 'YYYY-MM-DD HH:MM:SS'
order_idNoLink to order RetailCRM ID
commentaryNoAdditional commentary
customer_idNoLink to customer RetailCRM ID
performer_idNoAssign to manager ID
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate non-destructive mutation. Description adds that it returns {success, id}, but doesn't disclose details like permissions needed, behavior on duplicate text, or how linked entities are validated.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, front-loaded with action and result. No wasted words. Perfectly concise.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but description covers return format. Tool is simple with 1 required param. Could mention that site is required when API key is scoped to multiple sites, but that's in schema. Overall adequate.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema already documents all parameters. The description adds a concise grouping of parameter purposes (due datetime, performer, linked order/customer), but adds little beyond what the schema provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'Create' and resource 'task', listing key fields (text, due datetime, performer, linked order/customer). It implicitly distinguishes from sibling tools like tasks_list (list) and tasks_edit (edit).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No explicit guidance on when to use this tool versus alternatives, but the purpose is clear and the sibling names imply that tasks_list and tasks_edit cover other operations. Could benefit from a note on prerequisites like site parameter.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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